# Nitorum Capital, L.P.: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1630243.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $146.8m
- Positions: 23 (23 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1630243/000163024326000011/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $14.9m | 10.2% | 21,216 |  | Unchanged |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $13.5m | 9.2% | 31,399 |  | Reduced −22,500 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $11.0m | 7.5% | 19,027 |  | Added +1,440 |
| [RB GLOBAL INC (RBA)](/companies/rba.md) | COM | $9.8m | 6.7% | 83,881 |  | Unchanged |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.7m | 6.6% | 45,800 |  | New +45,800 |
| [VALMONT INDS INC (VMI)](/companies/vmi.md) | COM | $9.4m | 6.4% | 16,305 |  | Unchanged |
| [CHURCHILL DOWNS INC (CHDN)](/companies/chdn.md) | COM | $8.5m | 5.8% | 94,570 |  | Added +17,600 |
| [GENERAC HLDGS INC (GNRC)](/companies/gnrc.md) | COM | $7.2m | 4.9% | 24,642 |  | Reduced −7,100 |
| [ICU MED INC (ICUI)](/companies/icui.md) | COM | $6.7m | 4.5% | 45,466 |  | Unchanged |
| [PRICESMART INC (PSMT)](/companies/psmt.md) | COM | $6.2m | 4.2% | 31,875 |  | Unchanged |
| ONESPAWORLD HOLDINGS LIMITED | COM | $6.1m | 4.2% | 215,808 |  | Unchanged |
| [UNITED THERAPEUTICS CORP DEL (UTHR)](/companies/uthr.md) | COM | $5.8m | 3.9% | 10,664 |  | Reduced −800 |
| QIAGEN NV | ORD SHARES | $5.7m | 3.9% | 144,912 |  | Added +21,300 |
| [BOYD GAMING CORP (BYD)](/companies/byd.md) | COM | $5.6m | 3.8% | 63,256 |  | Unchanged |
| [LAUREATE ED INC (LAUR)](/companies/laur.md) | COMMON STOCK | $5.2m | 3.5% | 142,010 |  | Unchanged |
| [AZZ INC (AZZ)](/companies/azz.md) | COM | $4.6m | 3.2% | 29,915 |  | Added +3,700 |
| [FTI CONSULTING INC (FCN)](/companies/fcn.md) | COM | $3.9m | 2.6% | 25,854 |  | Added +3,400 |
| [GENTEX CORP (GNTX)](/companies/gntx.md) | COM | $3.5m | 2.4% | 137,571 |  | Added +35,493 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $3.3m | 2.3% | 6,632 |  | Unchanged |
| [EVERCORE INC (EVR)](/companies/evr.md) | CLASS A | $2.1m | 1.4% | 6,225 |  | Unchanged |
| [POWERLAW CORP (PWRL)](/companies/pwrl.md) | COM | $2.1m | 1.4% | 142,213 |  | New +142,213 |
| [EBAY INC. (EBAY)](/companies/ebay.md) | COM | $1.9m | 1.3% | 17,222 |  | Reduced −3,978 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $170.9k | 0.1% | 1,000 |  | New +1,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001630243-26-000011. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.